§ 13F · FUND PROFILE
Platt Investment Counsel, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $127M (13F)Positions · 12Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ESGV | VANGUARD WORLD FD | 347K | $39M | 30.0% | −14% |
| 2 | QQQ | INVESCO QQQ TR | 37K | $21M | 16.4% | −14% |
| 3 | IJH | ISHARES TR | 286K | $19M | 14.9% | +3% |
| 4 | BND | VANGUARD BD INDEX FDS | 155K | $11M | 8.8% | −17% |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 143K | $11M | 8.7% | +4% |
| 6 | BLV | VANGUARD BD INDEX FDS | 162K | $11M | 8.6% | +17% |
| 7 | IWM | ISHARES TR | 33K | $8M | 6.2% | +39% |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 91K | $7M | 5.2% | NEW |
| 9 | TSLA | TESLA INC | 2K | $558K | 0.4% | ±0% |
| 10 | VOO | VANGUARD INDEX FDS | 463 | $277K | 0.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PLATT SIGNAL
AC read
Platt Investment Counsel, LLC is a Other fund managing $127 million in assets. The fund runs a focused portfolio of just 12 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed